Latest Institutional Transactions on Otis Worldwide Corp (OTIS)
This table provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 6.62% |
$908 - $1.04K
|
161
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
158+ 16.81% |
$14.3K - $16.4K
|
1.1K
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-112- 1.14% |
$10.2K - $11.6K
|
9.7K
$956K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$90.8 - $104
|
1.83K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.07K+ 18.17% |
$97.1K - $111K
|
6.96K
$686K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.5K- 7.21% |
$1.04M - $1.2M
|
148K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
720+ 29.51% |
$65.4K - $74.9K
|
3.16K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-41- 2.85% |
$3.72K - $4.26K
|
1.4K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.68K+ 2.5% |
$153K - $175K
|
69.1K
$6.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
515+ 715.28% |
$46.7K - $53.6K
|
587
$57.8K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.26K- 7.9% |
$205K - $235K
|
26.3K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-370- 12.52% |
$33.6K - $38.5K
|
2.59K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.84K- 6.7% |
$349K - $399K
|
53.5K
$5.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 20.0% |
$817 - $936
|
36
$3.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.97KNew |
$269K - $308K
|
2.97K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 2.16% |
$5.45K - $6.24K
|
2.72K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.82KNew |
$256K - $294K
|
2.82K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$454 - $520
|
5
$493
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.97K- 6.75% |
$270K - $309K
|
41.1K
$4.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100- 3.58% |
$9.08K - $10.4K
|
2.69K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
369+ 7.98% |
$33.5K - $38.4K
|
4.99K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-959- 50.03% |
$87K - $99.7K
|
958
$94.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-8.27K- 25.72% |
$751K - $860K
|
23.9K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
6.46K+ 87.16% |
$586K - $671K
|
13.9K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-716- 3.58% |
$65K - $74.5K
|
19.3K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
239+ 0.89% |
$21.7K - $24.9K
|
27.2K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.02K- 4.6% |
$92.6K - $106K
|
21.2K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.47K+ 3.38% |
$859K - $985K
|
290K
$28.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-5- 0.2% |
$454 - $520
|
2.44K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-583- 15.35% |
$52.9K - $60.6K
|
3.22K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 4.29% |
$118K - $136K
|
31.6K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-248- 0.59% |
$22.5K - $25.8K
|
41.5K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-840- 1.67% |
$76.2K - $87.4K
|
49.5K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 7.32% |
$9.08K - $10.4K
|
1.27K
$125K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
70+ 5.39% |
$6.35K - $7.28K
|
1.37K
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$908 - $1.04K
|
3.35K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.28K- 14.31% |
$116K - $133K
|
7.65K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-125- 5.26% |
$11.3K - $13K
|
2.25K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
352+ 12.17% |
$32K - $36.6K
|
3.24K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
734New |
$66.6K - $76.3K
|
734
$72.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-44- 1.48% |
$3.99K - $4.58K
|
2.94K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
69+ 2.43% |
$6.26K - $7.18K
|
2.91K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
372+ 16.0% |
$33.8K - $38.7K
|
2.7K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.81% |
$2.27K - $2.6K
|
295
$29.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.71% |
$182 - $208
|
281
$27.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-182K- 4.75% |
$16.5M - $18.9M
|
3.64M
$359M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
63+ 0.85% |
$5.72K - $6.55K
|
7.51K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.5KNew |
$2.23M - $2.55M
|
24.5K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.06KNew |
$187K - $215K
|
2.06K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.05% |
$454 - $520
|
9.23K
$909K
|